Customization

LinkPoint Connect is designed to provide a variety of out-of-the-box integrations for Salesforce and Microsoft Dynamics CRM, making it simple and seamless for users to install and use the tool to its full potential in just minutes.

For customers working in more complex environments or with particular integration needs, LinkPoint360 offers additional professional services to customize LinkPoint Connect.

Customization Options

LinkPoint360 offers implementation services intended to give first-time customers the level of assistance that best supports their implementation needs for the LinkPoint Connect software. This often includes companies looking to customize the available fields and features in the software, integrate with custom objects, operate in Citrix or Terminal Services environments, or implement in an IBM Notes organization. We create custom installer packages with preconfigured software and work with the client’s internal software distribution and security teams to ensure a seamless deployment including sandbox testing.

Existing customers can request additional customization to optimize their LinkPoint Connect experience as their CRM and business needs change.

Solutions: Built on Salesforce

LinkPoint Connect Solutions provide custom integration that support work between email applications and data related to industry-specific CRM systems built on the Salesforce platform.

Companies operating in industries such as human resources, financial, real estate, and legal often have specialized workflows, custom fields, and unique data needs within their CRM. LinkPoint Connect brings enhanced productivity to clients in niche markets with support solutions for custom objects and fields. Many of our Solution offerings come preconfigured to integrate with objects that come standard in these custom environments. LinkPoint360 also offers professional services to further customize Solutions to include additional fields, lock down or hide specific settings, and ensure that LinkPoint Connect fits in with the customer’s workflow.